Configure Financial Services Operations Integration with Socure

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure the Financial Services Operations Integration with Socure application to verify a customer's identity and improve the customer's risk determination.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Process Automation > Flow Designer.
    2. In the Search field, search for Sync Reason Codes Flow.
    3. To set the conditions and frequency for the flow, select the Trigger field.
    4. Locate the flow you want to activate from the list of saved flows and open it.
    5. Click Activate.
      Hinweis:
      When you are using the Financial Services Operations Integration with Socure for the first time, you must activate the scheduled flow and set the desired frequency.
    6. Configure the KYC service definitions, Socure - CDD - Customer and Socure - CDD - Contact.
      For information on configuring flows and service definitions, see Configure flows and Configure service definitions for Financial Services Operations applications.